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DFAW vs GKAT

Dimensional World Equity ETF vs Scharf Global Opportunity ETF

DFAW

Dimensional World Equity ETF

Dimensional Fund Advisors

Annual cost

0.24%

Fund size

$1.3B

GKAT

Scharf Global Opportunity ETF

Scharf Investments

Annual cost

0.59%

Fund size

$158M

Key differences

  • DFAW costs 0.35% less per year.
  • DFAW is significantly larger than GKAT — larger funds tend to be more liquid and less likely to close.
  • DFAW follows a index tracking strategy; GKAT uses active selection.
  • GKAT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFAWGKAT
Annual cost (TER)0.24%0.59%
Fund size (AUM)$1.3B$158M
Since20232014
Dividend yield1.31%0.46%
Asset classequityequity
Region
Strategyindex trackingactive selection
CAGR 1Y+30.8%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.13%
Max drawdown-16.94%-10.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DFAW and GKAT